MGW
ZONE

MB Generational Wealth’s CleanCore Solutions ZONE Stock Holding History

MB Generational Wealth’s Portfolio ZONE Stock Details ZONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3K Hold
29,000
– – 0.01% 66
2025
Q4 		$7.54K Hold
29,000
– – ﹤0.01% 67
2025
Q3 		$58.6K Buy
+29,000
New +$104K 0.04% 66

Other funds holding ZONE

MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
MM
Mozayyx Management Austin, Texas $98.6M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

MB Generational Wealth's ZONE Position: Q1 2026 in Review

MB Generational Wealth held its CleanCore Solutions (ZONE) position steady in Q1 2026 at 29,000 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #66.

MB Generational Wealth first reported a position in ZONE in Q3 2025 and has held it in 3 quarters since. The position peaked at $58.6K in Q3 2025. 43 funds tracked by Wall St. Rank hold ZONE as of Q1 2026.

  • MB Generational Wealth held 29,000 shares of CleanCore Solutions worth $10.3K as of Q1 2026.
  • MB Generational Wealth left its CleanCore Solutions share count unchanged in Q1 2026.
  • CleanCore Solutions made up 0.01% of MB Generational Wealth's portfolio in Q1 2026, its #66 holding.
  • MB Generational Wealth first reported a position in CleanCore Solutions in Q3 2025 and has held it in 3 quarters since.
  • MB Generational Wealth's CleanCore Solutions position peaked at $58.6K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held CleanCore Solutions as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.